Teams | Collaboration | Customer Service | Project Management

Document automation doesn't have to be a nightmare

What’s the worst parts of your organization’s “manual document drafting” nightmares? Perhaps it’s those NDAs that you wish were automated or those Data Processing Agreements that you need to do before new regulatory deadlines take effect. The good news? There is a better way—an automated way. But, what are some of the considerations you’ll need to think about when looking at document automation for the first time?

5 non-tech tips to get the most of out of document automation

As global disruptions continue to make headlines, it’s never a bad idea to learn how to maximize effectiveness across all your business processes, including document automation. What follows are a few tips on how to prepare for and make the most of document automation, and by extension the efficiencies that can be absorbed from it.

Scaling to great heights with M-Files Ment

M-Files Ment is a dynamic no-code document automation platform that allows users to automate documents in minutes – without requiring technical resource. One of its unique qualities is that it allows users—for example, lawyers—to produce templates easily through its 100% no-code visual interface with minimal training. You can pick it up easily and run with it, allowing users to scale their team’s automated documents quickly and at reduced cost.

Introduction to M-Files for Microsoft Teams Add-In | The Smarter Way To Work

Knowledge work is done on collaboration platforms, such as Microsoft Teams. M-Files for Microsoft Teams Add-In enables M-Files users and anyone they invite to their Teams outside their organization, to securely and conveniently collaborate on M-Files content.

Introduction to M-Files Advanced Outlook Add-In | The Smarter Way To Work

The M-Files Advanced Outlook add-in integrates M-Files and Outlook seamlessly, allowing you to file business critical conversations and documents into M-Files effortlessly, and thus, ensuring that information doesn't get lost in the sea of emails and inboxes. The Integration offers email management, document collaboration, version control, search capabilities, automatic filing, and integration with other applications for a more integrated and streamlined workflow.

Automatic Permissions in M-Files | The Smarter Way To Work

You can use automatic permission settings to pass permissions for an object when the object has a property value, object type or class that uses automatic permissions. The object receives automatic permissions when a value with automatic permissions specified is added to the object metadata. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.

Co-authoring via Microsoft Office in M-Files | The Smarter Way To Work

With M-Files, several users can edit a document at the same time. You can check out a document for co-authoring via Microsoft Office for the web when the Microsoft Office for the web tools and co-authoring have been enabled for your vault or vaults. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.

Workflows in M Files | The Smarter Way To Work

With workflows, the routines of the organization can be widely automated and tasks can be assigned to the right people at the right time. Users receive e-mail notifications about task-related issues, and managers can monitor task progress and approve completed tasks. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.